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Sponsor portfolioWelfare / HealthEIN 35-0749025

SPRINGS VALLEY BANK & TRUST COMPANY

PO BOX 830 · JASPER, IN 47547
8126341010
Plans filed
1
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$236K
No prior year
Persons covered
187
No prior year
Total participants
123
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$236K
SPRINGS VALLEY BANK & TRUST COMPANY EMPLOYEE BENEFIT PLAN
Mixed187 covered·5 carriers
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$142K24.6%
Life$114K19.8%
Short-term disability$114K19.8%
Long-term disability$114K19.8%
Dental$67K11.7%
Vision$26K4.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LSTDLTDOth
$114K48.5%11123
HEALTH RESOURCES, INC.
EIN 351682400
D
$67K28.7%11187
VISION SERVICE PLAN
EIN 061227840
V
$26K10.9%1199
HCC LIFE INSURANCE COMPANY
EIN 351817054
Oth
$17K7.2%1188
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$11K4.7%1117

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.DALLAS, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, HCC LIFE INSURANCE COMPANY, HEALTH RESOURCES INC., AMERICAN UNITED LIFE INSURANCE COMPANY$24K$5K$29K100.0%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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